Civic Intelligence

David Wheeler LLC

Plan context: David Wheeler LLC 401(K) Profit Sharing Plan

EIN 52-2219378 • Easton, MD • 14 filings • 3 plans

6546 Ocean Gateway, PO Box 1169Easton, MD 21601
Current Snapshot

Latest Year

2014

2014 Participants

25

2014 Assets

$479,903

2014 Contributions

$30,780

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$479,903$239,952$0200220082013YearValue
$479,903Latest year 2013

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

35180200120072013YearValue
25Latest year 2013

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201410$0$0-
David Wheeler LLC 401(K) Profit Sharing Plan-0$0$0-
2013125$479,903$30,780$1,231iApproximate average salary by contribution assumption: employee only about $30,780 at 4% or $20,520 at 6%; with 50% employer match about $20,520 at 4% or $13,680 at 6%; with 100% employer match about $15,390 at 4% or $10,260 at 6%.
David Wheeler LLC 401(K) Profit Sharing Plan-25$479,903$30,780$1,231iApproximate average salary by contribution assumption: employee only about $30,780 at 4% or $20,520 at 6%; with 50% employer match about $20,520 at 4% or $13,680 at 6%; with 100% employer match about $15,390 at 4% or $10,260 at 6%.
2012127$425,771$38,296$1,418iApproximate average salary by contribution assumption: employee only about $35,459 at 4% or $23,640 at 6%; with 50% employer match about $23,640 at 4% or $15,760 at 6%; with 100% employer match about $17,730 at 4% or $11,820 at 6%.
David Wheeler LLC 401(K) Profit Sharing Plan-27$425,771$38,296$1,418iApproximate average salary by contribution assumption: employee only about $35,459 at 4% or $23,640 at 6%; with 50% employer match about $23,640 at 4% or $15,760 at 6%; with 100% employer match about $17,730 at 4% or $11,820 at 6%.
2011126$356,985$40,282$1,549iApproximate average salary by contribution assumption: employee only about $38,733 at 4% or $25,822 at 6%; with 50% employer match about $25,822 at 4% or $17,215 at 6%; with 100% employer match about $19,366 at 4% or $12,911 at 6%.
David Wheeler LLC 401(K) Profit Sharing Plan-26$356,985$40,282$1,549iApproximate average salary by contribution assumption: employee only about $38,733 at 4% or $25,822 at 6%; with 50% employer match about $25,822 at 4% or $17,215 at 6%; with 100% employer match about $19,366 at 4% or $12,911 at 6%.
2010125$323,322$34,474$1,379iApproximate average salary by contribution assumption: employee only about $34,474 at 4% or $22,983 at 6%; with 50% employer match about $22,983 at 4% or $15,322 at 6%; with 100% employer match about $17,237 at 4% or $11,491 at 6%.
David Wheeler LLC 401(K) Profit Sharing Plan-25$323,322$34,474$1,379iApproximate average salary by contribution assumption: employee only about $34,474 at 4% or $22,983 at 6%; with 50% employer match about $22,983 at 4% or $15,322 at 6%; with 100% employer match about $17,237 at 4% or $11,491 at 6%.
2009129$269,577$32,208$1,111iApproximate average salary by contribution assumption: employee only about $27,766 at 4% or $18,510 at 6%; with 50% employer match about $18,510 at 4% or $12,340 at 6%; with 100% employer match about $13,883 at 4% or $9,255 at 6%.
David Wheeler LLC 401(K) Profit Sharing Plan-29$269,577$32,208$1,111iApproximate average salary by contribution assumption: employee only about $27,766 at 4% or $18,510 at 6%; with 50% employer match about $18,510 at 4% or $12,340 at 6%; with 100% employer match about $13,883 at 4% or $9,255 at 6%.
2008126$208,140$40,986$1,576iApproximate average salary by contribution assumption: employee only about $39,410 at 4% or $26,273 at 6%; with 50% employer match about $26,273 at 4% or $17,515 at 6%; with 100% employer match about $19,705 at 4% or $13,137 at 6%.
David Wheeler LLC 401(K) Profit Sharing Plan-26$208,140$40,986$1,576iApproximate average salary by contribution assumption: employee only about $39,410 at 4% or $26,273 at 6%; with 50% employer match about $26,273 at 4% or $17,515 at 6%; with 100% employer match about $19,705 at 4% or $13,137 at 6%.
2007127$236,856$30,512$1,130iApproximate average salary by contribution assumption: employee only about $28,252 at 4% or $18,835 at 6%; with 50% employer match about $18,835 at 4% or $12,556 at 6%; with 100% employer match about $14,126 at 4% or $9,417 at 6%.
David Wheeler LLC 401(K) Profit Sharing Plan-27$236,856$30,512$1,130iApproximate average salary by contribution assumption: employee only about $28,252 at 4% or $18,835 at 6%; with 50% employer match about $18,835 at 4% or $12,556 at 6%; with 100% employer match about $14,126 at 4% or $9,417 at 6%.
2006124$186,818$29,588$1,233iApproximate average salary by contribution assumption: employee only about $30,821 at 4% or $20,547 at 6%; with 50% employer match about $20,547 at 4% or $13,698 at 6%; with 100% employer match about $15,410 at 4% or $10,274 at 6%.
David Wheeler LLC 401(K) Profit Sharing Plan-24$186,818$29,588$1,233iApproximate average salary by contribution assumption: employee only about $30,821 at 4% or $20,547 at 6%; with 50% employer match about $20,547 at 4% or $13,698 at 6%; with 100% employer match about $15,410 at 4% or $10,274 at 6%.
2005124$141,265$15,827$659iApproximate average salary by contribution assumption: employee only about $16,486 at 4% or $10,991 at 6%; with 50% employer match about $10,991 at 4% or $7,327 at 6%; with 100% employer match about $8,243 at 4% or $5,495 at 6%.
David Wheeler LLC 401(K) Profit Sharing Plan-24$141,265$15,827$659iApproximate average salary by contribution assumption: employee only about $16,486 at 4% or $10,991 at 6%; with 50% employer match about $10,991 at 4% or $7,327 at 6%; with 100% employer match about $8,243 at 4% or $5,495 at 6%.
2004135$119,653$20,127$575iApproximate average salary by contribution assumption: employee only about $14,376 at 4% or $9,584 at 6%; with 50% employer match about $9,584 at 4% or $6,390 at 6%; with 100% employer match about $7,188 at 4% or $4,792 at 6%.
David Wheeler LLC 401(K) Profit Sharing Plan-35$119,653$20,127$575iApproximate average salary by contribution assumption: employee only about $14,376 at 4% or $9,584 at 6%; with 50% employer match about $9,584 at 4% or $6,390 at 6%; with 100% employer match about $7,188 at 4% or $4,792 at 6%.
2003133$100,713$29,048$880iApproximate average salary by contribution assumption: employee only about $22,006 at 4% or $14,671 at 6%; with 50% employer match about $14,671 at 4% or $9,780 at 6%; with 100% employer match about $11,003 at 4% or $7,335 at 6%.
David Wheeler LLC 401(K) Profit Sharing Plan-33$100,713$29,048$880iApproximate average salary by contribution assumption: employee only about $22,006 at 4% or $14,671 at 6%; with 50% employer match about $14,671 at 4% or $9,780 at 6%; with 100% employer match about $11,003 at 4% or $7,335 at 6%.
2002132$75,449$23,810$744iApproximate average salary by contribution assumption: employee only about $18,602 at 4% or $12,401 at 6%; with 50% employer match about $12,401 at 4% or $8,267 at 6%; with 100% employer match about $9,301 at 4% or $6,201 at 6%.
David Wheeler LLC 401(K) Profit Sharing Plan-32$75,449$23,810$744iApproximate average salary by contribution assumption: employee only about $18,602 at 4% or $12,401 at 6%; with 50% employer match about $12,401 at 4% or $8,267 at 6%; with 100% employer match about $9,301 at 4% or $6,201 at 6%.
2001126$0$0-
David Wheeler LLC 401(K) Profit Sharing Plan-26---